Rodolfo Nmi Oropeza

Crosswell Family Wealth Advisors

16 Years of Experience

View SEC Summary

Firm Information

Crosswell Family Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

2 advisors

Number of Clients

55 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$72.2M

Fee Structure

This brochure supplement does not contain any fee information. Refer to Crosswell Advisors, LLC’s Form ADV Part 2A Brochure for fee details.

View Full Brochure on SEC

Areas of Practice

Investment Management

Advisor Information

Office location

The Woodlands, TX

Get directions

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Rodolfo is a licensed insurance agent since 2015, dedicating minimal time to this activity. He also provides general business management consulting services for a family office and is a member of Crosswell Consulting Services, LLC, spending about a quarter of his time on these consulting activities.